DOSSIER · 13F-HR · Q1 2026
Second Half Financial Partners, LLC
Second Half Financial's asset manager based in London, UK — $222M in tracked AUM across 96 positions as of Q1 2026.
SH
Second Half Financial·London, UK·Asset Manager
CIK 0001946654 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Second Half Financial Partners, LLC manages a portfolio valued at approximately $178.4 million as of the report date September 30, 2025. This represents a significant decrease of 15.9% from the previous quarter's value of $212.23 million. The portfolio consists of 59 holdings, displaying a high concentration in Exchange Traded Funds (ETFs), which comprise roughly 72.4% of the total assets. The firm’s strategy appears to be a hybrid approach, utilizing a core of sophisticat...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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